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Identify Your Users and Manage Access
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            Use the Configurable Self-Reg Page for Easy Sign-Up

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            Use the Configurable Self-Reg Page for Easy Sign-Up

            To give visitors a simpler, mobile-centric self-registration experience, use the Configurable Self-Reg Page. With this self-registration page, users can sign up with only an email address or phone number, instead of having to create a username and password. With this lightweight sign-up process, you can limit the amount of information that you collect from the users when they sign up. On subsequent logins, you can get more information, building a member's profile through progressive profiling powered by the login flow.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To access Experience Workspaces:
            • Access Experience Management OR Manage Experience OR Create and Set Up Experiences
            • AND is a member of the Experience Cloud site
            To create and edit Visualforce pages: Customize Application
            To edit Apex classes:
            • Author Apex
            • AND Customize Application

            Create a configurable sign-up page from your Experience Cloud site’s Workspaces Login & Registration page. It’s available only when you create the login page using a Login Discovery Page, Visualforce Page, or Default Page. If your login page type is an Experience Builder Page, the Configurable Self-Reg Page isn’t available.

            1. From Setup, in the Quick Find box, enter All Sites, and then click All Sites.
            2. Next to your site name, click Workspaces.
            3. From Experience Workspaces, select Administration, and then select Login & Registration.
            4. Under Registration Page Configuration, select Allow customers and partners to self-register.
            5. For Registration Page Type, select Configurable Self-Reg Page.
            6. For User Fields, select which fields to display on the self-registration page.
              When you select a field, users are required to fill it out when they self-register. If you leave a field deselected, it isn't displayed on the self-registration page and the configurable self-reg handler populates the field with dummy values. For example, if you leave the Last Name field deselected, the self-reg handler assigns the user a last name like SiteUser1550768707871.
            7. For Configurable Self-Reg Handler, click Create a configurable self-reg handler.
              Salesforce generates a self-registration handler after you save the page. You can modify this handler later. For now, continue to fill out the page before you save it.
            8. For Execute Registration As, choose a Salesforce admin with the Manage Users permission.
              Execute Registration As provides the context in which the Configurable Self-Reg handler runs. By assigning a user to the handler, you can easily trace operations performed by the handler back to the registration process. For example, if the self-registration process results in a new contact, this user creates it the contact. In production, you typically create a system user for the Execute Registration As user.
            9. For Verification Method, if you want visitors to verify their identity when they sign up, select either Email or Text Message.

              If you don't want to require users to verify their identity, select None. Users are then required to enter only a password to sign up.

              The verification method is independent of the user fields you select. For example, if you select Email as a user field and None as the verification method, Salesforce collects the user’s email address and prompts for a password instead of sending a verification code.

            10. To require users to create a password when they sign up, select Include Password.

              When you select Include Password, the sign-up page contains Password and Confirm Password fields. To prevent users from being locked out, it's best to require them to create a password at sign-up. That way, users always have a way to log in. For example, if you require text-message verification, but the user doesn't have their mobile device, they can still log in with a password.

              If you don't want to require a password, you must first configure passwordless login.

              Note
              Note If you selected None as the verification method, you must select Include Password. Otherwise, the new user can’t log in.

              If you don’t select Include Password, Salesforce generates a random password when the user is created.

            11. For Profile, select a profile configured for your org, such as an External Identity, Customer Community User, or Partner Community User profile.
              Assign a cloned version of a standard site profile as the default for self-registration. For example, assign a cloned version of the External Identity User profile. Avoid using a standard site profile as the default.
              Use a restrictive profile as the default. If needed, open up access using permission sets or sharing rules.
              The profile is passed to the Configurable Self-Reg handler and assigned to the new user. If you don’t specify a value here, you must configure your handler to set a user profile explicitly before creating a user. Every user requires a profile.
            12. For Account, follow the corresponding step based on your use case.
              1. To save new users as contacts of a business account, click lookup magnifying glass, and then select the account you want to use.
              2. To save new users under individual person accounts for business-to-consumer commerce, leave the Account field blank.
              The business account you select is passed to the Configurable Self-Reg handler. When a new user signs up, they're added as a contact to this business account.
              Note
              Note If you want, you can override Account in Apex. For example, you can disassociate customers or partners from accounts to create contactless users. For more information, see Manage Sites with Contactless Users in Salesforce Help.
            13. Save your settings.
              Salesforce generates a configurable self-registration handler and populates the Configurable Self-Reg Handler field with its name. The resulting sign-up form prompts users to register with the user fields that you selected.
            14. Test your self-registration process.

            You can modify the handler in Apex to extend its functionality. For example, you can add logic to ensure that the new member’s email address and phone number are unique in your org. You can also control how the user is created and populate fields on the self-reg form with your values. However, the handler can’t change the prompts on the self-registration form. These prompts are determined by the user fields selected on the Login & Registration page, such as First Name and Last Name.

            To modify the Configurable Self-Reg handler in Apex, see Extend the Configurable Self-Reg Handler in Apex.

             
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